Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article. When importing pledges and pledge payments, two separate imports are required: a gift import for the pledge and a pledge payment import for the payments. The records created during each import must be linked to show the payments are applied to specific pledges. Use one of the methods below to import pledges and pledge payments.  

Method 1
Assign gift import IDs to the pledges during the initial import and use these import IDs to link the payments to the pledges.    

  1. In Excel, create a file in CSV (Comma Separated Values) format with the fields required for importing pledges  
  2. Add a column to the CSV file for the Gift Import ID (GFImpID) field  
  3. In the GFImpID column, enter unique values for each pledge's gift import ID  
  4. Enter all other appropriate values for the pledges  
  5. Save and close the CSV file  
  6. Import the pledges using the CSV file  
  7. In Excel, create another CSV file with all the fields required for a pledge payment import  
  8. In a separate window, open the CSV file created for the pledge import  
  9. Select the Gift Import ID column  
  10. Select Edit, Copy  
  11. Close the CSV file for the pledge import  
  12. Paste the Gift Import ID column of the pledge import into the CSV file for the pledge payment import  
  13. Change the header for the Gift Import ID column to GFLink. The Gift Import IDs in this column link the pledge payments to the original pledges.  
  14. Enter all other appropriate values for the pledge payments  
  15. Save and close the CSV file  
  16. Import the pledge payments using the second CSV file   

Method 2
Import the pledges, allowing the system to automatically generate Gift Import IDs, export the Gift Import IDs, and create the pledge payment import file using the exported data.    

  1. In Excel, create a file in CSV (Comma Separated Values) format with the fields required for importing pledges. It is not necessary to include a column for the Gift Import ID field.  
  2. In the CSV file, enter all other appropriate values for the pledges  
  3. Save and close the CSV file  
  4. Import the pledges using the CSV file  
  5. On the Summary tab of the import parameters, mark the Create an output query of the records imported checkbox  
  6. Select all other appropriate options and complete the import process  
  7. Create a gift export in CSV format based on the output query  
  8. On the Output tab, select Import ID and any other fields that would assist you in identifying the pledge, such as Constituent, Biographical, Name  
  9. Click Export Now to create the CSV file  
  10. In the CSV file, add the fields required for a pledge payment import  
  11. Remove the fields exported for identifying the linked pledge, except for Gift Import ID  
  12. Rename the header for the exported Gift Import ID field to GFLink. The Import IDs in this column link the pledge payments to the original pledges.  
  13. Enter all other appropriate values for the pledge payments  
  14. Save and close the CSV file  
  15. Import the pledge payments using the second CSV file